• 13F History

ESG Planning DBA Harper Investing

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$136M
Signature - Title
James Rukstalis - President, CEO, CCO
Location
Santa Clara, CA
Summary
This page shows a list of all the recent 13F filings made by ESG Planning DBA Harper Investing. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ESG Planning DBA Harper Investing reported 45 stock holdings with total value $136M as of Q4 2024. Top holdings included NVDA, MUB, BND, JNK, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 45 $136M +$733K -$21.6M -$20.8M NVDA, MUB, BND, JNK, AAPL 13F-HR 2/12/2025, 10:54 AM
Q3 2024 49 $153M +$47.6M -$213K +$47.4M NVDA, MUB, BND, JNK, VGT 13F-HR 11/7/2024, 06:24 PM
Q2 2024 42 $102M +$55.5M -$40.7M +$14.7M MUB, BND, JNK, NVDA, VGT 13F-HR 7/30/2024, 05:00 PM
Q1 2024 34 $83.6M +$29.2M -$39.3M -$10.1M SGOV, BND, MUB, JNK, AAPL 13F-HR 5/1/2024, 01:53 PM
Q4 2023 18 $93.9M +$6.33M -$822K +$5.51M SGOV, AAPL, FNGU, AMZN, META 13F-HR 1/31/2024, 11:53 AM
Q3 2023 19 $87.2M +$3.33M -$2.21M +$1.12M SGOV, AAPL, FNGU, AMZN, META 13F-HR 11/1/2023, 05:10 PM
Q2 2023 15 $86.7M +$15.5M -$5.78M +$9.69M SGOV, AAPL, FNGU, MUB, EQIX 13F-HR 8/8/2023, 12:58 PM
Q1 2023 22 $80.5M +$28.8M -$23.1M +$5.77M SGOV, MUB, AAPL, BND, SQQQ 13F-HR 4/26/2023, 02:23 PM
Q4 2022 44 $81M +$38.9M -$55.8M -$16.8M SGOV, MUB, BND, VGT, AAPL 13F-HR 2/3/2023, 10:42 AM
Q3 2022 46 $95.2M +$5.77M -$1.74M +$4.03M MUB, BND, VGT, VHT, AAPL 13F-HR 11/9/2022, 01:12 PM
Q2 2022 45 $98.4M +$8.38M -$2.29M +$6.08M MUB, BND, VGT, VHT, AAPL 13F-HR 8/10/2022, 04:57 PM
Q1 2022 50 $108M MUB, BND, VGT, VHT, AAPL 13F-HR 5/31/2022, 03:31 PM